How do I customize the page layout of an object?

    For every integrated object or native Magentrix entity, you can customize its page layout/interface using Magentrix’s visual layout designer. With the designer, you can create multiple layouts for a single entity and assign each layout to a specific user role.

     

    Access the layout designer when creating/integrating a new object. Or you may edit the layout of any object at any time.

    1. Go to the Setup Home page.

    2. Navigate to Create > Entities (for native Magentrix entities) or to Extend > Salesforce (for integrated Salesforce objects).

    3. Click on the entity/object for which you want to create a layout.

    4. Click on the Page Layouts tab at the bottom.

    5. Click New to create a new layout or click on an existing layout to edit it.

    6. Use the Layout Assignments button to assign different layouts to specific user roles.

    For more information, refer to the Help Document.


    Tags

    SalesforcePage LayoutsCustomization

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